Hi all,
We're in the final stages of preparing to migrate to Adagio, and I have some questions about creating Charts of Accounts.

Basically, we have 2 existing charts of accounts that we want to standardize, but we can't use leading zeros which is what we were hoping for.

Anyways, I'm interested in knowing what the overall sort order is. Null before Not Null, Numeric before Alpha, or is it only based on the order in which the accounts are imported.

Because of the size of our companies, we really need to use the maximum amount of characters in both the Account and the Department (which will be a composite of our existing departments).

Any advice?

JRY, Esq., &c.

Hello:

I'd suggest:

• Same number of digits for all accounts (sounds like all 6 in your case)
• Digits only if possible (faster to key in codes)
• Leave gaps between account numbers (to allow for new accounts in the future ie. 200010 then 200015 then 200020 etc)
• Group accounts into ranges (ie. all current assets 100000 to 199999 and so on)
• Use Account Group codes (turn on "Mandatory Acct Groups" and "Enforce Account Groups range" on Company Profile)
• Work chart of accounts out in Excel and then import
• Structure the department code (ie. first 3 characters represent something and next 3 something different). This will allow you to use wildcards in the financial reporter.

If you use only digits and use all 6 digits for each account, the sort order will simply be the numeric sequence.

Follow Bruce's advice.